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SMIN vs RSPH

Comparison between ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF) and INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF).

5-Year PerformanceSMIN has outperformed RSPH, delivering a return of +7.0% compared to +2.3%

SMIN vs RSPH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SMIN
$639M
RSPH
$637M
Expense Ratio
SMIN
0.74%
Winner
RSPH
0.40%
Max Drawdown
SMIN
61.74%
Winner
RSPH
41.08%
Sharpe Ratio
SMIN
-0.50
Winner
RSPH
0.39
5Y Beta
Winner
SMIN
0.54
RSPH
0.58
P/E Ratio
SMIN
N/A
RSPH
36.37
Forward P/E
SMIN
N/A
RSPH
16.10
5Y Dividends CAGR
Winner
SMIN
50.29%
RSPH
11.18%
5Y EPS CAGR
SMIN
N/A
RSPH
8.07%
Debt to Equity
SMIN
N/A
RSPH
-34.58%
P/S Ratio
SMIN
N/A
RSPH
0.98
P/B Ratio
SMIN
N/A
RSPH
3.04

SMIN vs RSPH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SMIN
+4.98%
RSPH
+3.22%
3M
Winner
SMIN
+10.92%
RSPH
+2.00%
6M
Winner
SMIN
+0.95%
RSPH
-0.57%
1Y
SMIN
-5.85%
Winner
RSPH
+10.76%
5Y(CAGR)
Winner
SMIN
+6.99%
RSPH
+2.25%
10Y(CAGR)
Winner
SMIN
+9.82%
RSPH
+8.45%
Max(CAGR)
SMIN
+8.70%
Winner
RSPH
+10.44%

SMIN vs RSPH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSMINRSPH
2026-2.37%-1.63%
2025-7.27%+9.74%
2024+16.26%-2.26%
2023+34.13%+4.02%
2022-15.79%-8.63%
2021+42.02%+23.77%
2020+16.25%+18.65%
2019-5.00%+26.88%
2018-26.02%-1.95%
2017+59.40%+21.73%
2016+0.34%-2.60%
2015-1.49%+7.92%
2014+57.98%+30.55%
2013-15.72%+38.38%
2012+1.32%+17.97%
2011N/A+5.17%
2010N/A+9.39%
2009N/A+35.00%
2008N/A-25.51%
2007N/A+10.37%
2006N/A+1.31%

SMIN vs RSPH Drawdown Comparison

The maximum drawdown for SMIN was -60.49%, occurring on Mar 23, 2020. Recovery took 848 trading sessions.

The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The current SMIN drawdown is -14.45%. The current RSPH drawdown is -5.33%.

RankSMINRSPH
#1-60.49%
Jan 12, 2018 - May 27, 2021
-40.49%
Jun 4, 2007 - Dec 28, 2009
#2-44.17%
Feb 21, 2012 - May 16, 2014
-30.43%
Feb 19, 2020 - Jun 8, 2020
#3-30.86%
Apr 10, 2015 - Sep 22, 2016
-21.95%
Dec 30, 2021 - Mar 27, 2024
#4-27.54%
Sep 23, 2024 - Mar 30, 2026
-19.59%
Jul 7, 2011 - Mar 26, 2012
#5-24.80%
Jan 12, 2022 - Aug 31, 2023
-19.33%
Sep 28, 2018 - Jul 3, 2019
#6-16.80%
Oct 24, 2016 - Feb 8, 2017
-19.08%
Jul 22, 2015 - Apr 28, 2017
#7-11.50%
Dec 3, 2014 - Jan 16, 2015
-17.13%
Sep 19, 2024 - Nov 25, 2025
#8-10.57%
Feb 7, 2024 - Apr 23, 2024
-14.60%
Mar 23, 2010 - Dec 10, 2010
#9-10.37%
Oct 18, 2021 - Jan 11, 2022
-12.21%
Jan 26, 2018 - Aug 27, 2018
#10-10.06%
Jul 8, 2014 - Sep 5, 2014
-10.87%
Jan 21, 2026 - Mar 27, 2026
#11-9.99%
Sep 11, 2014 - Nov 6, 2014
-9.04%
Sep 3, 2021 - Dec 29, 2021
#12-8.88%
May 16, 2017 - Jul 14, 2017
-8.14%
Apr 2, 2012 - Sep 4, 2012
#13-8.70%
Aug 7, 2017 - Sep 6, 2017
-8.00%
Jun 8, 2020 - Jul 15, 2020
#14-8.59%
Sep 19, 2017 - Oct 24, 2017
-7.83%
Mar 28, 2024 - Aug 23, 2024
#15-7.05%
Jun 9, 2014 - Jul 2, 2014
-7.76%
Sep 2, 2020 - Oct 12, 2020

Correlation

Correlation between SMIN and RSPH is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2006 - 2026)

SMIN vs RSPH dividend yield comparison.

YearSMINRSPH
20260.00%0.18%
20252.01%0.70%
20246.84%0.71%
20230.41%0.66%
20220.01%0.64%
20211.27%0.50%
20201.06%0.51%
20191.75%0.54%
20181.68%0.53%
20170.89%0.47%
20162.30%0.48%
20150.93%0.49%
20140.34%0.43%
20130.75%0.42%
20121.08%1.60%
20110.00%0.68%
20100.00%0.33%
20090.00%0.37%
20080.00%1.00%
20070.00%0.19%
20060.00%0.06%

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